
Account Manager
5 days ago
About us:
Scope Markets Kenya, part of Rostro Group, is a fast-growing financial services provider, offering online trading and offshore investing solutions to clients across the country. Regulated by the Capital Markets Authority (CMA) of Kenya, we are dedicated to delivering top-quality trading infrastructure designed for everyone from beginners to seasoned institutional traders.
We make trading and investing simple, with access to over 40,000 financial instruments on trusted platforms like MT5, IRESS and more. Whether you're just getting started or already have experience, we provide competitive pricing, seamless trading conditions, and endless opportunities to grow wherever you are on your trading and or investing journey.
The Role:
The agent will be part of the primary contact team, responsible for converting and retaining leads interested in global financial markets. They will manage assigned leads from partners and IBs, guiding them from initial interest to active trading.
Key responsibilities include introducing clients to financial markets, our products, and platform features, while maintaining a professional image through voice and online communication. The agent will manage the client relationship beyond the acquisition stage to ensure long-term engagement.
How You Can Make a Difference:
- Serve as the primary contact for customers across calls, emails, and online channels.
Introduce clients to our brand, products, and available resources. - Respond to inquiries, resolve issues, and ensure high levels of customer satisfaction and engagement.
- Manage and nurture lead databases, advancing prospects through the sales funnel with timely follow-ups.
- Conduct inbound and outbound calls, delivering personalized and professional service.
- Accurately log all customer interactions and follow established procedures.
- Identify customer needs, provide clear product information, and capitalize on upsell opportunities.
- Maintain strong, up-to-date product knowledge and project confidence in every interaction.
- Build and sustain meaningful customer relationships based on trust and value.
- Monitor and report customer feedback and trends to relevant departments.
- Continuously work on improving performance and knowledge to enhance customer experience.
- Escalate complex issues to supervisors when necessary.
Requirements:
- Bachelor's degree in Business or a related field
- Minimum 1 year of experience in the Forex and trading environment
- Background in financial services
- Experience in planning and implementing sales strategies
- Experience in customer relationship management
Skills and Competencies:
- Superior interpersonal and communication skills, both written and verbal
- Ability to communicate effectively, convince, and challenge when needed
- Proactive, self-starter mindset
- Strong listening skills and a keen sense of service
- Highly disciplined and organized with strong attention to detail
- Flexible, invested, and maintains a constructive attitude
Personal Specifications:
- Passionate about financial markets and client engagement
- Eager to grow and thrive in a performance-driven environment
- Committed to continuous improvement and professional development
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